The Wealthy Barber Podcast
The Wealthy Barber Inc.
The Wealthy Barber Podcast is Canada’s go-to source for approachable, entertaining, and free financial education. Hosted by none other than David Chilton—former Dragon on CBC’s ”Dragons’ Den” and the best-selling author of ”The Wealthy Barber” and ”The Wealthy Barber Returns”—this podcast is here to help Canadians manage their money better. Much better.Dave Chilton has spent over 35 years demystifying personal finance, offering understandable, unbiased, and actionable advice that has empowered millions of Canadians to achieve their financial goals. Now, he’s bringing that same wisdom to your favourite podcasting platforms, with regular episodes designed to make personal finance simple, relatable, and yes, even entertaining.Episodes of The Wealthy Barber Podcast features Dave in conversation with expert guests from across the spectrum of Canadian personal finance. From investing and real estate to taxes, RESPs, and even money psychology, no topic is off-limits. Plus, don’t miss our special “Office Hours” episodes, where Dave answers real questions from audience members, delivering informed, balanced, and sometimes downright funny advice.Follow for Canadian personal finance made simple.
Episodes
Mentioned books
Mar 10, 2025 • 1h 6min
#11 — Robb Engen: Navigating Retirement and Advice-Only Financial Planning
Robb Engen, creator of the Boomer & Echo blog and an advice-only financial planner, shares his insights on planning for retirement. He discusses the advantages of delaying Canada Pension Plan payments and strategies for safe withdrawal rates. Robb highlights the importance of holistic financial planning, addressing how to support children buying homes while ensuring your own retirement security. He also delves into the impact of high-risk trading behaviors in younger generations and offers practical advice for navigating large expenses in retirement.
Feb 25, 2025 • 50min
#10 — Arlene Dickinson: Dragons’ Den, Her Early Career Struggles & The Current Economic Climate
Arlene Dickinson, a renowned businesswoman and longest-serving Dragon on CBC’s Dragons’ Den, shares her journey from early career struggles to becoming an influential entrepreneur. She discusses the mixed blessings of fame, handling online criticism, and the vital lessons learned in business. Arlene sheds light on the current economic climate for Canadian entrepreneurs, the challenges posed by potential US tariffs, and the urgent need for reforms. She also delves into the impact of AI and how we can cultivate a progressive entrepreneurial ecosystem.
6 snips
Feb 11, 2025 • 1h 6min
#9 — Dan Bortolotti: Index Investing, ETFs and Financial Planning
Dan Bortolotti, a Portfolio Manager at PWL Capital and author of 'Reboot Your Portfolio', shares his insights on index investing and ETFs. He discusses why most active managers struggle to outperform the market and highlights the benefits of passive investing. The conversation covers essential topics like asset allocation, the importance of a solid financial plan, and tips for DIY investors. Bortolotti also explores the intricacies of all-in-one ETFs versus individual sector options, offering practical advice for smarter investing.
21 snips
Jan 28, 2025 • 60min
#8 — Ron Butler: Real Estate, Mortgages and The Housing-Affordability Crisis
Ron Butler, a 30-year mortgage veteran and owner of Butler Mortgage, shares his colorful insights on the housing market. He breaks down the advantages of mortgage brokers versus banks and predicts the future of interest rates. The discussion dives into the harsh realities of the housing-affordability crisis, emphasizing the growing divide between homeowners and those struggling to enter the market. Ron also addresses generational shifts in financial attitudes and the rising reliance on parental support for down payments.
12 snips
Jan 14, 2025 • 1h 20min
#7 — Richard Coffin (The Plain Bagel): "Finfluencers" and Behavioural Finance
Richard Coffin (The Plain Bagel), a CFA/CFP and portfolio manager who teaches investing on YouTube. He dives into the rise and risks of finfluencers, how to evaluate online financial advice, and the realities of paid promotions. He also explores behavioural finance topics like loss aversion, confirmation bias, recency bias, and framing, and why these biases matter for everyday investors.
10 snips
Dec 17, 2024 • 49min
#6 — Barry Choi: Credit Cards and Loyalty Points—How to Get the Most Value
Barry Choi, a renowned expert on credit card points and loyalty programs in Canada, shares his insights gained from TV appearances and his website, www.moneywehave.com. He discusses how to maximize credit card points for travel and personal purchases, revealing the most lucrative sign-up bonuses. Barry emphasizes the importance of selecting the right credit card based on spending habits while cautioning against overspending. He also addresses the risks of loyalty point fraud and reflects on meaningful travel experiences, highlighting the value of relationships over material possessions.
52 snips
Dec 3, 2024 • 1h 27min
#5 — Ben Felix: A Deep Dive Into the World of Investing
Ben Felix, Chief Investment Officer at PWL Capital and co-host of The Rational Reminder podcast, dives into the complexities of investing. He discusses the challenges of beating the market and why active managers often underperform. The power of passive investing and the risks of thematic ETFs are explored, along with the importance of understanding individual risk tolerance. Personal finance planning versus investment planning is also highlighted, emphasizing the need for informed decision-making and expert advice in an evolving financial landscape.
17 snips
Nov 19, 2024 • 50min
#4 — Jessica Moorhouse: How to Take Control of Your Relationship with Money
In this engaging conversation, Jessica Moorhouse, a Canadian personal finance expert and host of the More Money Podcast, shares insights on how emotions and childhood experiences shape our financial habits. She discusses the detrimental effects of biases, including status quo and overconfidence, particularly in young men. Jessica highlights the urgency for women to embrace investing and stresses the importance of focusing on what you can control financially. With her upcoming book, she aims to demystify financial freedom and encourage healthier money relationships.
7 snips
Oct 22, 2024 • 1h 18min
#3 — Rob Carrick: How Personal Finance in Canada Has Changed Over the Last Three Decades
In this discussion, Rob Carrick, a renowned personal finance expert from The Globe and Mail, shares insights from over three decades of experience. He highlights the growing financial support from parents to adult children and the impact of social media on spending habits. The conversation touches on the challenges of rising costs for families and seniors, the need for mindful retirement planning, and the benefits of First Home Savings Accounts. Carrick's perspective adds depth to the evolving landscape of Canadian personal finance.
Oct 1, 2024 • 48min
#2 — Robin Taub: How To Teach Your Kids About Money
Robin Taub, a financial educator and author of "The Wisest Investment," dives into the art of teaching kids about money. She shares practical tips on allowances, age-appropriate earnings, and the importance of teaching kids about saving and investing early. Robin emphasizes using tangible tools like piggy banks and the need for cooling-off periods to curb impulse buys. She also discusses parental mistakes in money conversations and the growing financial role of grandparents, all while stressing that financial literacy paves the way for responsible adulthood.
